oops i moved this to state taxes board

[AmyC]

1. You are filing a part year return for PA and only the income earned while living in PA is taxable. For 2025, PA will tax all income received.

1. Select part year resident of PA
2. The program will walk you through to allocate income correctly.

2. Statutory residence is established by living there, even if it isn't your permanent home and requires a resident return. It will still tax the interest earned.

[grendoly]

Hi Amy,

Not sure if @MaryK4 saw this on the other place I posted it, and sorry for the dupe, but:

"So when I enter the "adjustment amount", is that the amount of PA-only dividend (or interest) or is it the delta, the difference in the full year total and the PA only but entered as a positive number?

Also is the "type of adjustment" just no entry or "Other adjustment"?

Also, my "Adjust Federal Dividend Income" page has more listed than just dividends. ( it shows ordinary Divs, Capital Gain Distributions and U.S. Obligations as you see below) Do I total all up PA -only amounts of these as an "adjustment amount" (or delta/difference)?  Thanks for any help!

Heres what I see on my Home and Biz on windows:

[DianeW777]

Yes, total all of the dividends, including the capital gains. The adjustment is the amount that is not taxed to Pennsylvania (PA) and you can use 'Other Adjustment' for the reason.

NOTE: Pennsylvania taxes capital gain distributions on Form 1099-DIV from mutual funds or other investments as dividends.

@grendoly

[grendoly]

Thanks,

Yeah I guess I'm just confused as to why US Gov Obligations are also added in there...

[AmyC]

States do not tax US Obligations so you want to be sure that PA is not taxing your federal obligations.

[grendoly]

on the adjust Federal Dividend Income page, it says Enter any PA adjustment...it gave my Federal total Ord Divs, Capital Gains and yeah, for some reason , U. S . Obligations, so I went and divided out how much was done while I was living in PA  and how much while in TN.  I figured they listed the U.S. Obligations for a reason though have no idea why so I did use the portions of those  in the adjustment amount.   

So that means part of their total for PA after adjustments  is US Obligations. Since I already filed, should I amend my return and how do I account for the fact they put my entire year's US obligations in there?  Don't want to be paying extra tax!

Thanks!